-51.9%
NVO vs WWD
+164.0%
-215.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -1.0% |
| 7D | -7.4% | -2.9% | -4.5% | -7.0% |
| 30D | -5.5% | -6.6% | +1.1% | -4.6% |
| 3M | +4.1% | -9.3% | +13.4% | +4.9% |
| 6M | +19.3% | -13.6% | +32.9% | +20.8% |
| YTD | -9.2% | +10.4% | -19.5% | -12.9% |
| 1Y | -15.0% | +39.9% | -54.9% | -23.2% |
| All | -51.9% | +164.0% | -215.9% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling